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Name Holding Trade Value Shares
Change 		Change in
Stake
BW
2051
Balance Wealth
Ohio
$1.6M +$257K +645 +20%
MFGM
2052
Marshall Financial Group (Maryland)
Maryland
$1.6M +$594K +1,494 +65%
WQ
2053
Wealth Quarterback
New Jersey
$1.6M +$117K +294 +8%
CA
2054
Cornerstone Advisory
Maryland
$1.59M +$27K +68 +2%
MFG
2055
Menard Financial Group
Texas
$1.59M +$71.2K +179 +5%
GC
2056
GFG Capital
Florida
$1.59M +$254K +638 +20%
ISL
2057
Ingalls & Snyder LLC
New York
$1.59M +$795 +2 +0.1%
LCG
2058
Lakeshore Capital Group
Illinois
$1.59M -$2.39K -6 -0.2%
SRS
2059
Strong Retirement Solutions
Washington
$1.59M +$149K +375 +11%
GBWM
2060
Granite Bay Wealth Management
New Hampshire
$1.58M +$1.24M +3,130 +494%
RFA
2061
Reyes Financial Architecture
California
$1.58M -$119K -300 -7%
NEWAS
2062
N.E.W. Advisory Services
Wisconsin
$1.58M +$30.2K +76 +2%
WFS
2063
WealthGarden F.S.
California
$1.58M +$507K +1,276 +52%
FCA
2064
FLC Capital Advisors
California
$1.57M +$267K +672 +22%
GWM
2065
GDS Wealth Management
Texas
$1.57M +$82.3K +207 +6%
CWA
2066
Crusonia Wealth Advisors
Colorado
$1.57M +$241K +606 +19%
JWBC
2067
J.W. Burns & Co
New York
$1.57M -$47.7K -120 -3%
CWA
2068
Consilio Wealth Advisors
Washington
$1.57M +$15.1K +38 +1%
BF
2069
bLong Financial
Tennessee
$1.56M +$19.9K +50 +1%
FWP
2070
Flatrock Wealth Partners
California
$1.56M +$113K +285 +8%
BW
2071
BostonPremier Wealth
Massachusetts
$1.56M +$5.17K +13 +0.4%
CG
2072
Clarus Group
Texas
$1.56M +$2.78K +7 +0.2%
PCP
2073
Panoramic Capital Partners
Oregon
$1.56M -$136K -341 -8%
MWM
2074
Manske Wealth Management
Texas
$1.56M -$124K -313 -8%
PA
2075
PSI Advisors
Florida
$1.55M +$93.5K +235 +7%
81 82
83
84 85